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Best financial advisors in Waianae, HI

Registered advisers within 25 miles of Waianae, HI.

Offices
255
Firms
91
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.26M
2,258,323 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PLANMEMBER SECURITIES CORPORATION
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
BUCK WEALTH STRATEGIES, LLC
LPL FINANCIAL LLC
BANKERS LIFE ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.

Investors

SUSAN YANABU IHLE
ALEXANDER SENLUNG LAU
Johnathan Michael Kam-Kwai Lee
CINDY S. ASUNCION
ARAN KEICHI HIROMOTO
JOHN WAH HIN AU
DANIEL DEAN PETERS
BRANT CONRAD YOSHIDA
Michael Masaru Chinen
DARIN LEONG
Kent T. Okamura
Joel Kurata
ALAN MASANOBU CHINEN
LAYNE HIROMI TAKAYAMA
DAVID YOSHIKAZU ARAKAKI
Cody H. Momohara
Vincenzo Di Nicolantonio
RONALD REDOR GREGORIO
Carissa Leimomi Lai Kah Chang
Jose Maria Minoru Jimenez
Gary Ka Wai Yu
KIMBERLY IREIJO
Tadahiro Meya
Tanner J Siu
PAUL J SHOJI
Kevin M O'Keefe
Claudia Elizabeth Moreno
ASHLEY MARIE GUNDAKER
Matthew J Wong
Michael Lewis Vanderhoff
CHRIS NEIL KAMINAKA
Paul Tadashi Feagles
Bernardo Equila-Liu
Cristiana Ercoli
SUSAN ROXAS SANTOS
RAYNA TOYAMA
MARKK HULAND MIDDLETON
John Thomas Turner
NATHAN DOMINGO

Within 25 miles of Waianae, HI, Best Investors lists 91 registered investment advisory firms with 255 offices nearby, managing about $12.2T in combined regulatory AUM across 2,258,323 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Waianae

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM